Frankly Finances LLC
● SEC registered since 2024CRD 321270SEC# 801-129403
Reg. AUM
$204.2M
Employees
1
Accounts
134
Location
—
Frankly Finances LLC assets under management
Frankly Finances LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $204.2 million in regulatory assets under management and employs 1 people.
Frankly Finances LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank Matthew Garcia Control | Manager, Member, Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Frankly Finances LLC manage?
Frankly Finances LLC reports $204.2 million in regulatory assets under management on its Form ADV.
How many employees does Frankly Finances LLC have?
Frankly Finances LLC reports 1 employees.
Does Frankly Finances LLC disclose fund performance?
Frankly Finances LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 786-897-5035 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$204.2M▲ 62%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$204.2Mregulatory AUM
Discretionary $204.2M